Sunday, October 23, 2011

USA economic and Millitary center of gravity shifting to Asia.

. Panetta focus on military ties with Indonesia
. US : center of gravity shifting to Asia
. Will be more active in and through Australia
. And specifically Western australian.
. And Pine Gap.
. Focus militarily and economically in Indonesia
. Donald Trump jnr spoke to the rich kids earlier in Indonesia.

http://www.google.com/hostednews/afp/article/ALeqM5g5IhahiPIYj7hp8SPy-TTx4dGX7w?docId=CNG.1ca187f850fe4f7a2ea784fd454b4b4c.1c1

Why Art is an investment in history preservation ?

. It s not equity, bond, gold or infrastructure, it's Art.
. Art is leading the investment scene
. And just maybe there is a moral to Art Investment.
. Gold doesnt tell a story,
. But Art does.
. In Art, history is preserved.
. It was the ancient way of capturing the moment before camera
. And history's perception of the moment is preserved thru the Artist's eyes.
. In this era of decreasing sun spots activity, illusion is dispersed
. Reality is reigns......occupy wall street.
. Value of painting aside, Art is an investment in preservation.
. As an investment, I don't know
. But if you define investment as anything you accumulate and rises in value in future
. As investment, then Yes, Art is an investment.
. A store of value like Gold but at least you can a how it off.

http://timesofindia.indiatimes.com/articleshow/10458209.cms

Billionaire Grandpa Buffet using Cartoons to reach out to the 6-11

http://www.sfgate.com/cgi-bin/article.cgi?f=/c/a/2011/10/22/BU701LKMDE.DTL&type=business

Saturday, October 22, 2011

Nigeria : Getting a makeover

. Ooooo, Nigeria getting serious in its house cleaning
. Between Okonjo and the central banker
. Nigeria is being restructured for growth
. Getting a serious makeover
. Soon foreign investor will pour money
. Jobs created and economy grow


http://www.vanguardngr.com/2011/10/should-eight-maritime-agencies-quit-the-ports/

Occupy Wall Street : GE CEO Jeff Immelt's Front Lawn

. Occupy Wall Street : GE CEO Jeff Immelt's Front Lawn
. People have been wondering what end will become of Occupy Wall Street
. Well just maybe as the momentum gains traction
. And inconvenient truths nice swept underneath the carpet
. And the invisible elephant in the living room becomes more visible
. And as the OWS turns from faceless protesting to targeting specific faces
. And the protest becomes more specifics
. Like outsourcing and the rich pay less or no tax
. Things cannot stay the same
. Democratic protest !
.
http://www.forbes.com/sites/clareoconnor/2011/10/22/protesters-occupy-ge-ceo-jeff-immelts-connecticut-front-lawn/

Friday, October 21, 2011

European Crisis : Whichever way will lead to Banking Crisis

. European Crisis : Whichever way will lead to Banking Crisis

http://www.news.com.au/money/property/senators-introducing-bill-to-give-us-visas-to-foreign-home-buyers/story-e6frfmd0-1226172495990

America : Buy a House, Get a Green Card

http://www.news.com.au/money/property/senators-introducing-bill-to-give-us-visas-to-foreign-home-buyers/story-e6frfmd0-1226172495990

Islamic Banking : A vehicle for pooling Arabs & Muslim money .

. Islamic banking is the new kid in the block ,
. The tools of the next era.
. Some other Financial tools of the politicians are
1. Green Bond
2. Infrastructure Bank.
3. Infrastructure Bond
4. Carbon Tax
5. Tobin Tax
6. Islamic banking

http://www.iol.co.za/business/international/islamic-banks-got-good-prospects-hsbc-1.1161423

Lee Hsien Loong : Expect 10 years of slower Economic growth

. Lee Hsien Loong : Expect 10 years of slower Economic growth
. Singapore's economy linked critically to world trade and economy
. Expect slowing economy growth to get slower the next 10 years.
. At almost half the speed
. From 5.5% to 3%

http://www.chinapost.com.tw/asia/singapore/2011/10/21/320498/Singapore-must.htm

Australian Mining Industry : Worst Case Scenaruo

. Worst Case scenario for Australian Mining.
. Revenue : Commodities peaked and declined
Demand slows from slowing economy,
(Price drop x Demand Drop)
Less Revenue
. Cost : Increase.
MRRT & Carbon Tax

. Bottom line Reduced.
. Investor funds reduced.
. Bad news for Australian Mining Industry

http://www.businessspectator.com.au/bs.nsf/Article/BHP-Billiton-Rio-Tinto-China-investment-economy-Al-pd20111021-MU3F2?OpenDocument

Thursday, October 20, 2011

Is Australian Mining Industry at risk ?

. Is Australian Mining at risk ?
. World economy slowing.
. China slowing.
. Which will affect the Top line P/L statement.
. MRRT & Carbon Tax will increase cost.
. Bottom line will be reduced.
. Less revenue, more costs.
. Bad business !
. Investors may seek greener pasture, resulting in less funds for the industry .
. Is WA bullishness then , justified ?

http://www.theaustralian.com.au/business/mining-energy/vale-warns-taxes-have-increased-risk-of-investing-in-australia/story-e6frg9df-1226172270039

Green Bonds : Raising money for Green projects

. Green Bonds : Raising money for Green projects
. Starting with Wind Energy.
. Then Solar.
. Bond issued by World Bank

http://www.globalpensions.com/global-pensions/news/2118867/green-bond-opportunities-grow

Australia : priming for an interest cut

. Manufacturing at its widest point with mining.
. Local manufacturing slows while Mining becomes international.
. As raw material demand continues.
. China is still growing but at a decreasing rate, even that is high.
. However how much if it is froth is unclear ?
. If taxi entrepreneurism is any measure, things are not as rosy as it look.
. Even if Europe Resolves its debt stalemate & dillemma,
. There is no growth in the horizon.
. It's still basically back to the drawing board
. If anything the world is only save from the brink of disaster.
. US has no growth prospect either.
. Jobs are necessary and that depends on Obama's infrastructure plan
. Which is still very much in limbo and debate.
. With US, Europe and China with no and slowing growth,
. Minining companies are already showing signs of stress,
. Archelor Mittal has cut back and shut down one blasting plant .
. Woodside petroleum has registered drop in demand.
. So Australia Mining should slow down, with RBA commodities price index correcting.
. So a big negative for Mining, demand & price decline.

China Provinces Issuing bond

. Shanghai, Zhejiang, GuangZhou, Shenzhen
. 4 major coastal provincial economies of Chuna
. Allowed to issue bonds.


http://www.nytimes.com/2011/10/21/business/global/china-to-allow-some-local-governments-to-issue-bonds.html?_r=1

China coming crisis : the "Taxi" entrepreneurism

. That cannot be good, having to pedal twice as fast to stay afloat or make that marginal dollar
. Ingenious and entrprenuers as the Chinese Taxi drivers are
. It foreshadow a crisis for China
. Whose GDP is the largest if not second to USA
. But at 6 times the population.
. Mostly trying to keep end meet at very small margin.
. Output not commensurate with input.
. If doubling income from the same meter, same direction is the yardstick for Chinese
Entreprenuerism, China is very much in trouble.

http://www.economist.com/node/21533412

Will Murdoch be the first victim of Occupy Wall Street ?

. Will Murdoch be the first victim of Occupy Wall Street ?
. Not that it is without merit.
. There is a time and season for everything.
. Legendary Steve Jobs of Apple has passed on.
. Wonder kid Bill Gates has reinvented himself if not reborn
. Not unlike scorpios. Death and rebirth. The proverbial Phoenix.
. Richard Branson now has the skies and soon space.
. Murdochs probably at the end of it's cycle.
. Soros and Buffet both in the 80s still going strong.
. The new heroes will probably be the tech & green gurus and entrepreneur
. Like the facebooks people and the likes of Richard Branson
. As much as Donald Trump talks about brands and branding
. There isn't much to attach him to like permanently.
. Ok we have the famous quotes "you are fired"
. But other than that, its pretty hard to define him other than the playboy look.
. Ironic isn't it ??!!


http://www.marketwatch.com/story/murdochs-face-ouster-vote-but-are-poised-to-stay-2011-10-20?link=MW_latest_news

Pay pal, A means becomes and end

. The means of a transaction becomes an end by itself.
. Mobile Commerce.
. Adds another layer to mobile technology.
. Instead of PC becoming smaller
. Mobile phone has become larger to compete with PC.
. From Mobile phone to Mobile computing(smart phone) and now Mobile payment.
. Ebay's Paypal is in the forefront of this new and exciting trend of enabling commerce
. Be it online, offline, or retail.
. With plastic card or not
. With mobile phone or not.
. Pay pal is the seamless point of sale.


http://www.mobilepaymentstoday.com/article/186011/EBay-chief-raises-mobile-commerce-expectations-touts-mobile-strategy

Out with NASA, In with Virgin Galactic Spaceport

. Out with NASA, In with Virgin Galactic Spaceport
. $200,000 ticket to fly into space.
. Facility with astronaut training.

http://www.ausbt.com.au/amazing-photos-richard-branson-s-new-virgin-galactic-spaceport

US getting paranoid and Xenophobic

. Trump probably the most xenophobic vocal of protectionism.
. And maybe rightly so.
. Like I say, when the music stops, there are less chairs to go around
. Those left without, goes a grumbling that they are left out.
. US probably is to be blame for what has gone wrong.
. For their greediness and rampant consumerism of the last 2 decades.
. Now Trump says stop outsourcing and free trade.
. Saying it's not fair.
. And China's Yuan is also blamed for US woes.

http://www.newsmax.com/StreetTalk/Trump-us-End-Recession/2011/10/19/id/415060

India : Initial $3B Infrastructure Debt Fund.

. From America's Infrastructure Bank to India Infrastructure Debt fund.
. To Infrastructure Australia - A statutory corporation
. Basically Bond market.
. looks like Infrastructure and Green Bond is starting to warm up.
. Question is where the money going to come from ?
. It might be a case of competing of funds with the traditional property & equity Mkt.

http://business-standard.com/india/news/govt-infra-debt-funds-this-fiscal-just-for-indian-investors/453287/

New avenue of Investing for New generation scion

http://economictimes.indiatimes.com/special-report/family-businesses-the-generational-shift-in-investing/articleshow/10422737.cms

Western Australia : Land sales signal further housing weakness

. Land sales signal further housing weakness.

http://www.wabusinessnews.com.au/article/Land-sales-signal-further-housing-weakness?utm_source=DBA&utm_medium=email&utm_campaign=article_click

Richard Branson goes green in Christchurch, NZ

. Who are the 285 Green Funds that could provide up to $20trilliin green funds ?
. Well one of them could be Richard Branson
. And the beneficiary city is ChristChurch, New Zealand


http://www.3news.co.nz/Billionaire-Branson-to-help-green-Christchurch/tabid/423/articleID/230257/Default.aspx

Occupy Wall Street from A Billionaire's Perspective

. Occupy Wall Street from A Billionaire's Perspective
. Jeff Greene : real estate developer
. "Much ado about nothing"
. Nothing intellectual , just noise of frustration

http://www.forbes.com/sites/luisakroll/2011/10/19/billionaire-visits-occupy-wall-street/

Wednesday, October 19, 2011

No wonder the cockiness of Julia Guilard's about turn on Carbon Tax.

. No wonder the cockiness of Julia Guilard's about turn on Carbon Tax.
. With $20trillion green funds backing her or at least the promise of $$$ for green projects
. That would create jobs
. However with one hand tied behind her back by the Green party
. Carbon policy is a surety under her rule.
. So, was Kevin Rudd capitulation been in vain.
. The politics of Australian politics.
. The Greens vs the Miners and big business.
. And what other more convenient marriage than Obama's push for Infrastructure investment and Green politics.
. This is a politics of money. Where will the fund go ?
. Not to the necessary
. But to ideology !! And who has the more power to push through it's agenda !!
. Green is a new kid in the block, about to be made sexy !!


http://www.smh.com.au/environment/climate-change/green-groups-back-carbon-tax-and-criticise-abbott-blood-oath-20111020-1m961.html

Keith William : Queensland Developer dies

http://www.abc.net.au/pm/content/2011/s3343613.htm?site=goldcoast

Australians in Saving Mode : Spend Less.

http://www.theaustralian.com.au/business/companies/shoppers-continuing-to-save-says-wesfarmers-managing-director-richard-goyder/story-fn91v9q3-1226171887452

New York Sewerage Investment : Gloryfying the Basic and what it should have been !

. New York Sewerage Investment : Gloryfying the Basic and what it should have been !
. From New York sewerage investment to Bill Gates toilet reinvention
. And echoes of Occupied Wall Street
. The world in some sense is trying to turn over a new leaf.
. But old habits die hard
. Even that needs to be glorified.
. Make it pretty.
. Its going to be an era of going back to basics, away from the obscenity of the 90s 2000s' greed and consumerism.
. Growth comprising of unneccessary advertising to lure the consumption of the unneccessary .
. That foamy creamy layer of GDP will be stripped off.
. Forcing a cut back and an inevitable correction in the economy.
. As consumer come to the senses, but not without a hangover

The reality of funding Infrastructure project : An Australian Perspective

. The reality of funding Infrastructure project : An Australian Perspective
. While the politicians look to infrastructure project to fill the void
. When the economy shrink as deleveraging continues.
. With people in savings mode than spending mode after the consumer binge of the 90's and 2000s
. However, what use to be govt induced debt to spur infrastructure investments in public works
. That cannot be in the present debt laden government.
. Therefore the PPP acronym, basically means money from private sector.
. Namely the pension & Insurance institution.
. But the devil is in the detail...
. And if majority in in equities that needs to be liquidated to fund it.
. Then comes expectation of immediate cash-flow if not payback.
. And return on investment vs what the market can yield.
. Imply : more work in progress......

http://www.superreview.com.au/article/Budget-changes-won-t-spark-infrastructure-investment/532224.aspx

Tuesday, October 18, 2011

Is Goldman out or just down for now ? Playing dead ?

. Is the street no longer paved with gold for Goldman
. The biggest con artist of corporate Amrica.
. While Goldman loses a quarter, BAC more than make up for it.
. It could be Goldman's loss and someone else gains.
. But the way Goldman is positioned with their connection with central banks
. Don't count for it to be down for too long.
. New York city probably jumps at any thing and points at anything to lay off people
. And save money for themselves,